MasterClassTM

Capital Roundtable

Marquee Sponsors

 

Contributing Sponsor

Association Partners

Data Partners

Marketing Partner

Partial List of
Past Attendees

Able Strangers
Advantage Capital
Akeida Capital
Alignment Holdings
A Ridge Capital
Altus Capital Partners
Amerra Capital
Anagenesis Capital
Arbiter Partners
Arrowpoint Partners
Balance Point Capital
Boathouse Capital
Brock Capital Group
Brookside Mezzanine
Capital Southwest
CapitalSpring
Cockrell Interests
CohnReznick
Cortland Capital Market Services
Credit Suisse Asset
Enterprise Center
FBR & Co.
Fidus Investment
Founders Equity
Fulham & Co.
Gerson Lehrman
Gores Holdings
Gotham Orient
Grand Crossing
Heritage Group
International Finance
JumpStart
Kian Capital Partners
Kidd & Co.
Locke Lord
Magna Management
McGuireWoods
Medley Management
Meridian Investments
Merit Advisors
Monroe Capital
MVP Capital Partners
NewSpring Capital
Next Point
OFS Capital
Patriot Capital
PEF Services
Pepper Hamilton
Pine Street Capital
Plexus Capital
RCP Advisors
RF Investment
RSM US
SJF Ventures
Small Business Investor Alliance
Spring Capital
Staebler Associates
Star Mountain Capital
Stonebridge Partners
Sullivan & Cromwell
TD Bank NA
THL Credit Advisors
Triangle Capital
U&S Services
U. S. Small Business Administration
USA Funds
Valesco Industries
VRC | Valuation Research Corporation
Wedgewood Investment Group
Westminster Capital

 

































 

 

Education from 2017 to 2021 --

What’s Next for Investors?

 

Private Equity Investing
In Education-Focused Companies

 

                     

CHAIRED BY

Daniel P. Neuwirth

Co-Founder & Partner

Quad Partners LLC

 

FULL-DAY CONFERENCE

Tuesday, July 18, 2017

8:00 am – 5:00 pm

New York City

 

REGISTER NOW

 

MARQUEE SPONSORS

Drinker Biddle & Reath LLP

Parthenon-EY, Ernst & Young LLP

 

CONTRIBUTING SPONSOR

Goldberg Kohn Ltd.

 

INSIGHTS FROM 20 EXPERT SPEAKERS!

Jennifer L. Blum, Laureate Education Inc.

Kate Eberle Walker, Princeton Review

Matthew Greenfield, Rethink Education

Victor Hu, Goldman Sachs Group Inc.

Andrew E. Kaplan, Education Growth Partners LLC

Ann Kirschner, City University of New York

Jennifer Lee, Learn Capital LLC

William R. Loesch, Goldberg Kohn Ltd.

Robert Lytle, Parthenon-EY, Ernst & Young LLP

Mark L. Pelesh, Strada Education Network

Michael J. Perik, Higher Education Partners LLC

D'Arcy Philps, Penn Hill Group

John R. Przypyszny, Drinker Biddle & Reath LLP

Nina S. Rees, National Alliance for Public Charter Schools

Jason Rosenberg, Sterling Partners

Chris Ross, Parthenon-EY, Ernst & Young LLP

John R. Smart, BMO Harris Bank NA

Jonathan D. Tarnow, Drinker Biddle & Reath LLP

Bradley L. Whitman, Renovus Capital Partners

Mary Beth Wilson, GEMS Education Americas


Faculty | Schedule | Registration | Location | Sponsorship | Audio Package |

These are exciting times for private investors in education-focused companies, even amid the uncertainty about what’s going to happen next.

 

Despite galactic differences of opinion, everyone’s goal is to deliver great education to as many people as possible and there is always stability in knowing that we’re not going to wake up some day and discover that education has stopped being important.

 

Education is facing changes and challenges in all sectors --

  • Pre-K is becoming professionalized, migrating away from traditional childcare to more school-based curriculums.
  • Public K-12 schools are lagging behind, leading to the expansion of new alternatives, such as charter schools and private schools.
  • Higher education costs are rising faster than inflation, financial aid isn’t keeping up, and colleges need innovative solutions for keeping costs down.
  • The gap is widening between the skills students are learning and the skills employers say workers need.

It’s clear that the new federal administration is in favor of market-driven approaches to education, but details are lacking about specific policies that the Trump administration may put forth, and which parts of the vast education field the administration may choose to prioritize.

It’s also unclear how much support any policies will have. School choice policies have plenty of critics, and attempts to roll out education policies that support for-profit organizations will likely face close scrutiny.


The private equity world is still turning, and investors are still buying companies and improving them, but how do you --

  • Read the tea-leaves on which forthcoming policies may have staying power beyond the current administration?
  • Stay abreast of and invest in interesting new trends?
  • Pick areas of investment that will be relatively immune to fickle political winds?
  • Keep up with the technology trends that are causing so many changes?

 

Register now to attend The Capital Roundtable’s conference on “Private Equity Investing in Education-Focused Companies” taking place on Tuesday, July 18 for an in-depth discussion of how private equity firms are investing in the changes sweeping education from pre-K, through K-12 and post-secondary education, all the way to skills training.

 

Click here to receive our best rate -- a savings of $400 on our regular conference rates!

 

Here Are Three Big Reasons Why You Should Join Us

 

  1. Hear about which sub-sectors in the education field investors are finding most attractive, and where valuations offer the best opportunities to buy.
  2. Explore what disruptions the Trump administration is likely to promote and which have the best potential for success.
  3. Learn how impact investors can do their part to strengthen the sector.

 

Register Now to Hear 20 Top Leaders
Source Deals, Find Talent, & Drive Revenues

 

This conference brings you exclusive panel discussions, conversations, and keynotes featuring a who's who of PE dealmakers. Here are some of the topics that our 20 expert speakers promise to spotlight --

  • Do depressed valuations and a new federal administration mean it’s time to jump back into higher education and career training schools?
  • How are some states innovating as they gain more control over education?
  • Where do states need help in implementing new systems and technologies?
  • How is automation changing American jobs and job training needs?
  • How is private equity helping with the task of educating people to do more complex jobs?
  • How do you judge the likely success of an edtech company?
  • Can strong dealmaking in early childhood education continue?
  • What are the opportunities for investment in private schools?
  • How do you think about social justice concerns when investing?
  • How do you correctly size the potential to do roll-ups in educational sub-sectors?
  • What’s going on with student loan repayment rules?
  • Where have the strategic buyers gone, and will they return?
  • What are the opportunities in authentic learning? Do unconventional teaching models and online platforms allow institutions to offer more cost-effective learning?

 

Register Now to Join Dan Neuwirth

and 20 Other Industry Experts

 

We are excited to welcome Dan Neuwirth as our chairman for this conference. Dan co-founded Quad Partners in 2000 and is a general partner. He has led investments across Quad’s education portfolio. Prior to Quad, Dan worked in investment banking and principal investing at Donaldson Lufkin & Jenrette, and at Goldman Sachs & Co. He holds an MBA from the Tuck School at Dartmouth College and a BA from Williams College.

 

 

Three More Reasons You Should Join Us

 

  1. Hear about how employers’ new needs and requirements are changing education at every age.
  2. Discuss what it will take to make post-secondary education an appealing investment again.
  3. Exchange ideas on the uncertainties that are evolving due to the new administration.

 

Recent Middle-Market Education-Focused Deals

 

  • Alpine Investors invested an undisclosed sum into Minute Menu Systems, which provides business management software for the home daycare and center daycare markets.
  • Learnlight, a provider of language and skills training, received a growth equity investment from Beech Tree Private Equity.
  • TA Associates made a growth investment in Babilou, a French private network of daycare facilities.
  • Aquiline Capital Partners-backed Togetherwork, which provides financial services for sororities and fraternities, bought ABC Sports Camps, which offers registration and event management software for sports camps.
  • Excelligence Learning Corp., a provider of educational tools to early childhood and elementary school teachers and parents, has acquired ChildCare Education Institute. Excelligence is backed by Brentwood Associates.
  • Francisco Partners bought myON, which provides digital literacy services for K-12 education, from Capstone.
  • Veronis Suhler Stevenson invested in VKidz Holdings, a provider of subscription-based, online curriculum for home schooling as well as elementary schools.
  • An investor group including Apollo Global Management completed its purchase of University of Phoenix parent Apollo Education almost a year after the deal was announced.
  • Careerstep, a portfolio company of Revelstoke Capital Partners that provides online career-focused education and professional training, acquired the Revenue Capture and Coding and Documentation Divisions of Panacea Healthcare Solutions.
  • Powerschool, backed by Vista Equity Partners, bought Chalkable, giving it additional capabilities to track student behavior.

Register Now

 

This Capital Roundtable conference is the ideal place to expand your network and open up pathways to future deals. The day’s agenda includes ample time to let you --

  • Meet fellow attendees and featured speakers
  • Enhance your personal database with valuable new connections
  • Share both ideas and business cards
  • Meet potential investment partners and clients

Keep in mind this conference is certain to fill up quickly, so you’ll want to register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Sarah Burd today to confirm your attendance at 212-832-7300 ext. 0 or sburd@capitalroundtable.com.



 

 Who Should Attend

 

Designed to Meet the Needs of GPs, LPs, & Managers of Buyout, Growth Equity, Mezzanine, BDC, and Lending Funds, as Well as Independent Sponsors, Operating Partners, Portfolio Company Managers, and the Bankers, Lawyers, Accountants,
& Other Advisors Who Support Them.

 

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We look forward to having you join us on Tuesday, July 18.

 

Conference Organizers

 

This conference is being produced by The Capital Roundtable, America’s leading conference organization focusing on “need-to-know” information for professionals in the middle-market private equity community.  For more information about The Capital Roundtable’s 25 annual conferences and other events and programs, please visit www.capitalroundtable.com.

 

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 Speaking & Business Development Opportunities

 

We offer excellent speaking, marketing, and business development opportunities to reach the middle‑market private equity community. For more details, please contact Claire Notton at 212-832-7300 or by email at cnotton@capitalroundtable.com.

 

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Have a Question?

 

Please contact Sarah Burd at sburd@capitalroundtable.com or 212-832-7300 ext. 0.

 

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Who We Are

 

This Capital Roundtable conference in midtown, New York City, is all-business, all-targeted, all-designed to be a completely focused day of practical information and revealing insights about portfolio companies. You’ll gain valuable insights from --

  • Three informative panel discussions
  • Two revealing keynote presentations
  • Real-world perspectives from education-focused investors
  • Industry outlooks from noted sector experts
  • War stories and lessons learned from experienced hands
  • Intelligence on managing education-focused companies from well-known GPs

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Faculty

Chaired By

  • Daniel P. Neuwirth, Co-Founder & Partner, Quad Partners LLC

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • Jennifer L. Blum, S.V.P.--External Relations & Public Policy, Laureate Education Inc.
  • Kate Eberle Walker, Chief Executive Officer, Princeton Review
  • Matthew Greenfield, Managing Partner, Rethink Education
  • Victor Hu, Managing Dir. & Global Head--Edu. Tech. & Services I-Banking, Goldman Sachs Group Inc.
  • Andrew E. Kaplan, Managing Partner, Education Growth Partners LLC
  • Ann Kirschner, University Prof. & Special Advisor to the Chancellor, City University of New York
  • Jennifer Lee, Principal, Learn Capital LLC
  • William R. Loesch, Principal, Goldberg Kohn Ltd.
  • Robert Lytle, Managing Director & Co-Head--Education, Parthenon-EY, Ernst & Young LLP
  • Mark L. Pelesh, E.V.P.--Corporate & Business Development, Strada Education Network
  • Michael J. Perik, Chief Executive Officer, Higher Education Partners LLC
  • D'Arcy Philps, Principal, Penn Hill Group
  • John R. Przypyszny, Partner, Drinker Biddle & Reath LLP
  • Nina S. Rees, President & CEO, National Alliance for Public Charter Schools
  • Jason Rosenberg, Managing Dir.--Education Opportunity Fund, Sterling Partners
  • Chris Ross, Managing Director, Parthenon-EY, Ernst & Young LLP
  • John R. Smart, Managing Dir.--Business Services & Education, BMO Harris Bank NA
  • Jonathan D. Tarnow, Partner, Drinker Biddle & Reath LLP
  • Bradley L. Whitman, Founding Partner, Renovus Capital Partners
  • Mary Beth Wilson, Chief Learning Officer, GEMS Education Americas

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Schedule

 

   



07:30-08:15

Networking & Registration & Breakfast

08:15 -09:00

Welcoming Remarks & Audience Self-Introductions

09:00 -09:30

Conference Chairman’s Introduction --

  • Dan Neuwirth, Quad Partners LLC

09:30 -10:15

Keynote -- 

  • Rob Lytle, Parthenon-EY

10:15 -11:00

Networking & Coffee

11:00 -11:45

Morning Conversation --

The Education Regulatory Environment --
How Federal & State Changes May Impact the Industry

11:45 -12:45

First Panel --
Trendsetters in Middle-Market Education --
Who's Buying? Who’s Selling? What Sectors? What Sub-Sectors?

12:45 -01:45

Networking & Luncheon  

01:45 -02:45

Second Panel --
There’s an App for That, But Is It Profitable?--
Sorting Diamonds from Dross Among Ed-Tech Opportunities

02:45 -03:30

Afternoon Conversation --
What the Purdue/Kaplan Deal Means --

Intersection between Traditional Universities & Online Education


03:30 -03:45

Networking & Dessert


03:45 -04:45

Third Panel --

Public vs. Private vs. Charter --

The Big Debates & Opportunities in K-12 Education

04:45

Networking & Adjournment

  


 
  

 


  

  

 


  

 


  

 

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Registration

Space at this conference is limited, so register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Sarah Burd today to confirm your attendance at 212-832-7300 ext. 0 or sburd@capitalroundtable.com.

 

Please note that The Capital Roundtable limits the number of registrants from a single firm to three.

 

  • Best Rate -- Early Registration -- Save $400 off the standard fee of $1495 when you register by Friday, May 19. Just $1095.

 

  • Incentive Registration -- save $200 off the standard fee!
    Register by Monday,  June 9, and the fee for the conference is $1295.

 

  • Conference Rate -- $1,495 increasing to $1,595 day of conference, space permitting.

 

  • Group Rate -- $995 each, when you register two or more people to attend from the same company.

 

Register Now

 

You can pay by credit card (using the links above) or by check. Mail your check and business card to: The Capital Roundtable, 747 Third Avenue, Suite 200, New York, NY 10017.

Have a special question? Please contact Sarah Burd at sburd@capitalroundtable.com or 212-832-7300 ext 0.

 

From time to time, for reasons beyond Capital Roundtable's control, program schedules and speakers become subject to change.  We make every effort to announce substantive changes by email to registrants at least 48 hours in advance.

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Location

  • Midtown, NYC

    Details provided upon registration

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Audio Package

Can't attend but want to hear the program? You can buy the audio package along with the handouts. Purchase the audio package online now.

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Sponsorships

We offer excellent marketing and business development opportunities to reach the middle‑market private equity community. For more details, please contact Claire Notton at 212-832-7300 ext.117, or by email at cnotton@capitalroundtable.com.

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